87 results found
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Workflow Feedback
Workflows is now available in Property Tree. To give feedback directly to the Product Team on this feature, please add your comments here
33 votes -
Workflow/task bell
when clicking on the bell, the lists show every section of a workflow and it appears you have many more than you do. Can it just show the heading related to the property only and not every individual section.
10 votes -
Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc.
Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc. New managements for example, being able to have the workflow from when you receive a new management agreement - so from the set up of the owner/property, etc. Obviously we don't have the owner/property in the system. The workflow template currently starts at saving the management agreement under the owner, and those final bits. I really think it is important to have a workflow that begins right at the moment we take on management of the property, as there is a lot…
38 votes -
deleting of notes
Once something in notes section of any card it is unable to be amended or change
9 votes -
Workflows on the Dashboard
We'd like to be able to see an overview of the workflows and progress on the dashboard.
31 votes -
Remove the ability to archive a property with incomplete workflow tasks
Currently Property Tree allows a property to be archived even if there are incomplete tasks attached to a workflow. This needs to be disabled as it makes no sense.
3 votes -
Be able to add a status to the tenancy leases page for expiring leases
When looking at the tenancy leasing page, especially when looking at upcoming lease expiries, it would be good to be able to add in a status to know where that is sitting all at a glance without having to figure out in the workflows. A status that says something like "with owner", "offer with tenant", "documents being signed" etc. It would then be easy to see where the lease renewal, rent review or lease expiries are sitting across the board at a quick glance.
4 votes -
3 votes
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Workflow Templates
We now have a large number of workflow templates, and they're getting harder to sort through and manage. Could we get the ability to filter the workflow view — by category, by created by, and ideally with separate categories for commercial versus residential? As the number of workflows keeps growing, it would help to get ahead of organising them now before the list becomes unmanageable. Sorting and filtering by automation type would also be a useful addition.
2 votes -
Automated Key Return Reminder
It would be great if there was a way to have an automated message sent to individuals that have logged keys out as a reminder to return them. Something similar to the below (both text and email would be great)
Dear ***,
This is a courtesy email confirming the keys collected are now past their due back date.
Details as follows:
To be returned:
27/06/2025
Property:
ADDRESS
Collected by:
NAME
Collected on:
30/05/2025 at 1:00 PM
Please return the keys back to our office as matter of urgency or contact on 02 XXXX XXXX to discuss.
Regards,
35 votes -
Workflow automation on multiple workflow templates
Currently you can only add a workflow automation to one workflow template.
If we have varied "New Tenancy" workflows as they require different tasks for different property programs, you can only add the automation to one workflow.
It would be beneficial to be able to add automation to multiple workflow templates and link them to portfolios/properties.
2 votes -
WorkFlow Audit Reporting
When auditing workflows for reporting it would be helpful if it had further insights.
IE. When a new tenancy moves in, I can run a report for all of December and 20 completed workflows may appear but 30 new tenants may have been signed up so there would be a gap of 10 missing.
To work this out I would have to run the workflow report and the a original lease start date report to work out the missing profiles.
This would be the same with a end of tenancy etc.
If MRI was introducing a function where you add…
9 votes -
Assign or Filter Workflows and Tasks by Portfolio
A great enhancement would be the ability to assign workflows and tasks to a Portfolio or Team rather than requiring assignment to a specific user.
For example, our leasing tasks are shared across a dedicated leasing team, and we do not assign an individual Leasing Agent to each property profile. If a workflow task is assigned to the Leasing Agent business role, it would be ideal for the notification to be available to all members of the leasing team, enabling the first available team member to action the task.
1 vote -
dates on tasks
The date for a task should automatically be populated with the current date and there should be no ability to remove the date or add a task without a date.
I don't see the purpose of having a task without a date - maybe someone can someone explain it to me?
1 vote -
Ability to add an Ad Hoc task to a Workflow
Ability to add an Ad Hoc task to a Workflow - as we all know unexpected things crop up all the time, being able to add a one off task to a work flow would be very helpful
I have a work around in the meantime - add a task called' Ad Hoc' to the Workflow when setting it up, then everything in it can be edited if it is required.
5 votes -
Have an email marked as urgent
When sending Emails in general, have a status as Urgent and Important.
10 votes -
bond
When we enter a rent adjustment, the system has updated to have the option to also add the bond adjustment, it would be great if there was a way to enter a date when the bond is due to be paid and only then have it set as payment required as we are unable to receipt funds for the bond until the rent adjustment date.
3 votes -
New Tenancy automation available for Prospects
The ability to have the automation start when a tenancy is added as a Prospect, not just when the tenancy is converted. We get HD when it is a prospect so would be good for that automation up front.
1 vote -
Find Notes Report Should Not Always Include Archived Properties
When you run a find notes report, this also brings up the notes for that category for all archived properties too. We should be able to print a report just with the notes for this category for active listings only please (toggle for include archived). Thank you
2 votes -
Ability to move a note from property to tenant or landlord, etc.
Ability to move a note over to the tenant shell, landlord shell or property shell if put on the wrong shell within a tenancy/property.
1 vote
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